The momentum continues! Today (September 25), the Electronics ETF (515260), which covers semiconductors and Apple supply chain companies, saw its intraday price surge 1.56%, currently up 0.85%, continuously reaching new highs since its listing!
Shanghai Stock Exchange data shows that the Electronics ETF (515260) has attracted 370 million yuan in capital inflows over the past 10 days, reflecting investors' optimism about the sector's prospects and active positioning! Notably, as of September 24, the Electronics ETF (515260) has reached a scale of 932 million yuan, making it the largest ETF tracking the same underlying index.
Among constituent stocks, Inspur surged to the daily limit, while Advanced Semiconductor Engineering rose over 11%, Wingtech Technology and Ninestar gained over 8%, Dawning Information Industry climbed more than 6%, and Hygon Information Technology and Lingyi iTech followed suit with gains.
On the news front, the 2025 Snapdragon Summit China officially commenced on September 24, where Qualcomm partnered with constituent stocks of the Electronics ETF (515260) underlying index, including Wingtech Technology and Luxshare Precision, to jointly launch the "AI Acceleration Plan."
Qualcomm stated that three major development trends are emerging globally: personal AI, physical AI, and industrial AI. Through the "AI Acceleration Plan," Qualcomm will collaborate with Chinese partners to enable more AI-powered functions and optimizations on smartphones, introduce AI agent experiences to more terminals, and work with Chinese model providers and developers to jointly promote the exploration and implementation of more AI application scenarios.
Huachuang Securities believes that AI is driving a value reshaping of the electronics industry chain, with trends represented by the explosive demand for AI computing power bringing new growth opportunities to the electronics industry chain. The electronics industry is currently still in an innovation phase and will experience stages of terminal innovation breakthroughs, performance releases, and profit explosions in the future, achieving rapid development.
Electronics ETF fund manager Cao Xuchen pointed out that OpenAI's collaboration with Luxshare Precision on AI edge computing easily brings to mind the ByteDance Doubao rally from late last year. Combined with better iPhone 17 sales and consecutive gains in Apple's US stock price, A-share Apple supply chain stocks now have fundamental support from a mapping perspective. Therefore, Apple supply chain stocks may see market performance. Data shows that as of the end of August, Apple supply chain stocks accounted for 43.34% of the Electronics ETF (515260) constituent stock weighting.
【Create "Core" Technology, Rise with Hard Power】
The Electronics ETF (515260) covering semiconductors and Apple supply chain, along with its feeder funds (Class A: 012550 / Class C: 012551), passively tracks the Electronics 50 Index, with heavy positions in semiconductors and consumer electronics industries, bringing together hot sectors such as AI chips, automotive electronics, 5G, cloud computing, and printed circuit boards (PCB). The top ten weighted stocks include the market-discussed "Ji Lian Hai" (Cambricon, Industrial Foxconn, Hygon Information).
Risk Warning: The Electronics ETF and its feeder funds passively track the CSI Electronics 50 Index. The index base date is December 31, 2008, and was published on July 22, 2009. The index constituent stock composition is adjusted timely according to the index compilation rules, and its backtested historical performance does not predict future index performance. Individual stocks and index constituent stocks mentioned in this article are for display purposes only. Individual stock descriptions do not constitute any form of investment advice, nor do they represent position information and trading movements of any fund under the management company. The fund management company assesses the Electronics ETF risk level as R3-medium risk, suitable for balanced (C3) and above investors. Please refer to sales institutions for appropriateness matching opinions. Any information appearing in this article (including but not limited to individual stocks, comments, predictions, charts, indicators, theories, any form of expression, etc.) is for reference only, and investors must be responsible for any independent investment decisions. In addition, any views, analyses, and predictions in this article do not constitute investment advice in any form to readers, nor do they bear any responsibility for direct or indirect losses caused by the use of this article's content. Fund investment involves risks. Past performance of funds does not represent future performance. Performance of other funds managed by the fund management company does not constitute a guarantee of fund performance. Fund investment should be approached with caution.
MACD golden cross signal formed, these stocks are showing good upward momentum!